Gigi Penna
@giginator_
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Loves shares, hates sharing. Never financial advice, always confirmation bias. Assume I have interest or paid a fee by all stocks mentioned via @calderahouse
Sydney, New South Wales
Joined February 2017
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#Copper
inventories at an all time low.
That's 3 days of global consumption in visible inventories.
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Commodities were the strongest performers during the stagflationary 1970's
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I asked a fund manager last night what
#commodity
they are most excited about. Their response:
“I reckon $silver is going to $50 in the next 9 months”
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Dear precious metal naysayers
You fuck with the bull, you get the horns.
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SPUT is now sitting on ~$50m they legally need to spend.
It's coming in at $5m an hour.
And there is no physical
#uranium
left.
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#Commodities
vs. the S&P500: an update from Cantor Fitzgerald.
Chart 1: 79% below 2008 commodities supercycle peak
Chart 2: 96% below the 1970's peak vs.
#SP500
, last time stagflation was the prevailing economic backdrop.
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$Silver is caliente. Careful not to burn yourself.
Chart via
@PeterLBrandt
. Incredible artwork via me
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There’s definitely a tits on a bull joke here somewhere.
Thanks for the free wifi and gazillion piña-coladas
@HamiltonIsland
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AN EPIC
#COMMODITIES
BOOM IS COMING
"Put simply, the success of digital platforms is now creating crushing demand for real "stuff""
Via
@zerohedge
and Steen Jakobsen, Chief Economist and CIO at
@saxobank
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Here we go
@elonmusk
just dropped a bombshell: "But it is looking increasingly like […] that Tesla will need to get into the Mining Business"
FYI -
@TeslaBest
@farzyness
@DillonLoomis22
@DrKnowItAll16
@LimitingThe
@TeslaBoomerMama
@SawyerMerritt
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The biggest risk in the precious metal mining stocks, in the short, medium and long-term, is not being involved.
#gold
#silver
#preciousmetals
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Two things I love 🤍
1.
#preciousmetals
to
#Commodities
ratio touching lows
2.
@TaviCosta
’s charts
#gold
#silver
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#Silver
called to remind you.. You still ain't seen nothing yet.
chart:
@KatusaResearch
from July... still holds true.
#PreciousMetals
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#Uranium
names ripped overnight in Nth America
$CCJ +7%
$DNN +5%
$URG +14%
$UUUU +10%
Cantor Fitz reckons they picked the bottom on May 25th @ $46/lb
They expect spot to climb to ~$65/lb in coming weeks/months & equities to outperform the underlying metal by 2-4x on the upside
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$Gold and $silver absolutely ripping. Still plenty of juice left to squeeze 🍑💦
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In the coming 9 days, a catalyst looms for the
#uranium
price as $CCO and $KAP, the 2 titans controlling ~64% of the world’s U308 supply, are set to announce their 2024 guidance.
There is expectations (at least from 1 broker) that both will guide 2024 production guidance below
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"We are going to need more
#copper
in the next 20 years than we have used in the past 130."
#copper
supply gap by 2035.
#investors
pay closer attention! We are going to need more copper in the next 20 years than we have used in the past 130.
#opportunity
#Commodities
#stockmarkets
#TSXV
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If $gold is the ultimate $USD hedge, then silver is a speculation on that speculation. $silver peaked at $49 in 1980 when the Hunt brothers attempted to corner the market. It then spiked again in 2011, following the Fed's move in response to the GFC. So how to play it?
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There ain’t no bull market like a
#uranium
bull market.
If cameco cuts too it could get crazy.
$CCJ $KAP
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Received notes from a Canaccord call with $KAP re their ANU physical
#uranium
trust.
Main takeaways:
- Moving to value vs volume
- Designed to be for the benefit of the country + region
- It will be independent
- Moving the overall market back to “term”, away from spot
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The house has passed a $550 billion infrastructure bill.
Roads
Bridges
Public transit
Gonna need a lot of metals Joe.
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I might be crucified for this but I think the
#gold
price will come back.
Gold down ~20%
Good equities down 30-50%
That is all..
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We are at a major inflection point for
#commodities
, in particular
#basemetals
.
Historical
#stimulus
compounded by a looming global transition of
#energy
.
#copper
#nickel
#tin
#zinc
I’ve gone long and hard
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It's said that
#copper
is the metal with a PHD in
#economics
. The Doc has a history of forecasting economic trends, including
#inflation
.
For every 1% annual increase in consumer prices since 92, copper's price has jumped ~18%
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How’s a Sydney girl meant to get to sleep with this action $gold
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Me and my mate watching the $gold price go up... c’mon $1746 and beyond 📈
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Fact:
#Commodities
have outperformed all major asset classes during the 9 fed hikes since 1972.
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#Commodities
are chic again.
“In the years to come, it’s highly probable that a great many investors will look back on 2020 and wonder how they missed these signs of a new commodity bull market.”
Via
@business
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TRUMP: ~$1 trillion
#infrastructure
proposal
TRANSLATION: Inflation is coming, buy
#commodities
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I still think the
#silver
price has a lot of catching up to do..
It looks like we haven’t reach the top of
#PreciousMetals
bull market yet
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#Copper
down overnight but supply-demand fundamentals remain solid
I'm using any Northern Hemisphere summer weakness in the copper complex to build position/s
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Look at this photo graph, every time I do it makes me laugh.
#nickel
-back to $20k
#commodities
#ASX
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#Copper
may not be as sexy as
#preciousmetals
but I maintain that it has some of the best long-term supply/demand fundamentals of all the
#commodities
.
-
#EVs
-
#inflation
-
#antimicrobial
-
#infrastructure
policy
- stagnant mine supply since 2016
*chef's kiss* 💋
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No biggie.. just it’s highest level since 2016 $silver
#silver
equities were not shy either
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Alright
#uranium
Twitter. My key takeaways from the
@CanaccorGenuity
panel below. The main key takeaway tho...
#bullish
🐂 🍰
@FootnotesFirst
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#Copper
dwindling away to its lowest levels in 15 years
#Copper
may not be as sexy as
#preciousmetals
but I maintain that it has some of the best long-term supply/demand fundamentals of all the
#commodities
.
-
#EVs
-
#inflation
-
#antimicrobial
-
#infrastructure
policy
- stagnant mine supply since 2016
*chef's kiss* 💋
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Don't say it, don't say it...
#Uranium
the new oil?
#NuclearEnergy
Uranium-Saudi Arabia plans for Nuclear in a $9 Billion dollar 10 Nuclear power plant deal with South Korea by 2030. Big Oil is going Nuclear. A game changer." Kingdom ready to embrace atomic power."
#uranium
#nuclear
#oil
#energycrisis
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All in the name of research, a quick fly by of Whitehaven Beach 2 weeks ago with my mummy bear.
That’s 98.9% pure
#silicasand
mum.
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“
#China
may soon tighten controls on its export of the
#rareearth
metals that are essential for assorted modern technologies - from smartphones to wind turbines - meaning that the rest of the world needs to increase production to meet demand.”
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Felt bullish, accessorised accordingly. 🕶💅🏽💍
#uranium
$YCA sunglasses thanks to
@LoeweOfficial
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#Lithium
stocks loving it today - particularly those developers
$CXO $CRR $LKE $PLL $SYA $LRD
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#gold
and
#silver
stocks ripped in Canada overnight. If you’re not investing across the
#ASX
and
#TSX
you’re missing out on a big part of the
#preciousmetals
party 🎈 $GRSL $DSV
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